ISRG vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
SMCI |
| Current Price |
$399.52 |
$43.26 |
| Fair Value Estimate |
$488.97 |
$41.44 |
| Upside to Fair Value |
+22.4%
|
-4.2%
|
| Market Cap |
$141.1B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
8.9x
|
| Price / Sales |
12.8x
|
0.7x
|
| Price / FCF |
44.0x
|
—
|
| Revenue Growth YoY |
+18.5%
|
+93.2%
|
| Gross Margin |
66.7%
|
10.8%
|
| Operating Margin |
31.3%
|
7.1%
|
| Return on Equity |
17.8%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.28%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
ISRG |
SMCI |
| Zone Low |
$366.73 |
$31.08 |
| Zone High |
$415.62 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|